MI373: Valuing the Best Stock of the Last Three Decades w/ Shawn O'Malley
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 14 October 2024
⏱️ 45 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:02.8 | Hey guys, welcome back to the Millennial Investing Podcast. |
| 0:05.8 | I'm your host today, Sean O'Malley. |
| 0:07.9 | I'll be continuing my series on breaking down some of the best known companies in markets, |
| 0:12.0 | as I've done in recent episodes on S&P Global, Alibaba, and Disney. |
| 0:16.3 | Today, I'll be focusing on one of the best performing stocks of the past 25 years, Monster beverage. |
| 0:21.9 | As surprising as it might sound, this energy drink company has consistently delivered returns |
| 0:26.9 | that crush those generated by the best known companies in markets like Apple, Amazon, and Microsoft. |
| 0:32.5 | As crazy as it really is, the only stock to beat Monster's returns over the past two and a half |
| 0:37.2 | decades is |
| 0:37.9 | Nvidia. If you had invested $10,000 in Monster in 1999, that investment would be worth roughly |
| 0:43.6 | $11 million today. It really is just an incredible story, and I want to break down how |
| 0:48.6 | Monster has been able to go on such an incredible run, while also discussing its current valuation |
| 0:53.8 | and whether its stock |
| 0:54.9 | still offers good value to investors. |
| 0:57.7 | After debuting at a share price of less than a nickel, Monster stock has risen by over |
| 1:02.1 | 200,000% since then. |
| 1:04.8 | Monster has compounded returns for shareholders at over 27% per year since 1992, at almost 21% |
| 1:10.8 | per year since 2010, and at around 10% per year since 1992, at almost 21% per year since 2010, and at around 10% per year since |
| 1:13.9 | 2020. But that compounded annual return since 2020 is brought down by a slump over the past year, |
| 1:20.2 | as Monster sits near its 52-week lows here at the time of recording. So with this recent |
| 1:24.9 | slump, I want to discuss whether this is an opportunity for investors. I find it fascinating to uncover these sorts of recording. So with this recent slump, I want to discuss whether this is an opportunity for |
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